Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$690,967
+$201,316 QoQ
Shares Held
4,712
+39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,609
of 3,996 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026XXI WEALTH, LLC holds $975,266 across 2 Household & Personal Products names. PG ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,712 | $690,967 | |
| 2 | CL |
Colgate Palmolive Co
|
3,101 | $284,299 |
All Filings in PG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,967 | 4,712 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $489,651 | 3,390 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $280,171 | 1,955 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||